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- AI’s Power Problem Just Went Public
AI’s Power Problem Just Went Public
Where policy goes, profits follow
Teeka Tiwari & Houston Molnar
January 23, 2026
CNBC ran a story last week that most people will read the wrong way. The headline said President Trump wants Big Tech to help pay for new power plants to support artificial intelligence (AI) growth.
It may sound controversial. But I read it as an admission.
When the federal government openly tells the most powerful… and best-capitalized… companies on Earth to solve their own infrastructure problems…
It means the bottleneck is no longer theoretical. It’s already here. And it confirms something Teeka and I have been warning about since late last year…
The $5 Million Signal